Register research participants mentioned in ClickUp
Keep participant records current while the research is happening.
Trigger
Task Comment Posted
Triggers when a comment is added to a task. `changes[]` carries one `CommentChange` entry whose `comment` field is the typed `ClickupComment` object (id, text, user, reactions, etc.).
Action
Create Contact
Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.
Why this helps
Participant details appear in task conversations but never reach the research repository.
- Reduce manual participant entry
- Keep research records connected
- Avoid losing contact context
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Dovetail in Notis once.
- 2Create an automation that detects explicit participant details in a new comment, checks for an existing contact, and creates one only when appropriate.
- 3Pick ClickUp Task Comment Posted as the trigger.
- 4Choose a report channel and test with one comment containing consented contact details.
Questions about this workflow
Will it create contacts from every name?
No. Tell Notis to require clear participant context and to skip ambiguous mentions.
What about sensitive details?
Only include details your team is authorized to store and instruct Notis to omit anything unnecessary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Dovetail. A trigger fires from one place; an action lands in another.
Clickup triggers
Dovetail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Channel
Tool to create a new channel in dovetail. use after confirming channel details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.
Folder Created
Triggers when a new Folder is created.
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Folder Deleted
Triggers when a Folder is deleted.
Create Insight
Tool to create a new insight in dovetail. use after synthesizing findings when ready to store them. example: "create insight 'q1 user trends' with body '...' for project 'proj 123'."
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
List Created
Triggers when a new List is created.
Delete Channel
Tool to delete an existing channel. use when you need to remove a channel and move it to the project's trash (restorable for 30 days). confirm the channel id before calling.
List Deleted
Triggers when a List is deleted.
Delete Topic
Tool to delete an existing topic. use when you have confirmed the topic id and want to move it to trash (restorable for 30 days). example: "delete topic with id 123e4567-e89b-12d3-a456-426614174000."
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Get Note
Tool to retrieve details of a specific note. use when you have confirmed the note id and need full note metadata from dovetail.
Connect any two apps with Notis in the middle.
Clickup and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dovetail.